What is Seaport Res Ptn’s Estimate for Airbnb Q4 Earnings?

Airbnb, Inc. (NASDAQ:ABNB) – Analysts at Seaport Res Ptn lowered their Q4 2025 earnings estimates for Airbnb in a research note issued on Thursday, November 6th. Seaport Res Ptn analyst A. Kessler now forecasts that the company will post earnings of $0.65 per share for the quarter, down from their previous forecast of $0.69. The consensus estimate for Airbnb’s current full-year earnings is $4.31 per share. Seaport Res Ptn also issued estimates for Airbnb’s Q1 2026 earnings at $0.33 EPS, Q2 2026 earnings at $1.09 EPS, Q3 2026 earnings at $2.51 EPS and Q4 2026 earnings at $0.73 EPS.

Several other brokerages have also issued reports on ABNB. KeyCorp assumed coverage on Airbnb in a research note on Thursday, October 23rd. They set a “sector weight” rating for the company. Phillip Securities upgraded Airbnb from a “moderate sell” rating to a “hold” rating in a research report on Friday, August 8th. Wedbush reaffirmed a “neutral” rating and issued a $130.00 target price on shares of Airbnb in a research note on Friday. Wells Fargo & Company lifted their price target on shares of Airbnb from $110.00 to $111.00 and gave the stock an “underweight” rating in a research note on Friday. Finally, BTIG Research reaffirmed a “neutral” rating on shares of Airbnb in a research note on Friday. Three investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, twenty have given a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $142.44.

Airbnb Stock Performance

Shares of NASDAQ:ABNB opened at $120.20 on Monday. The firm has a market capitalization of $74.70 billion, a PE ratio of 28.55, a price-to-earnings-growth ratio of 2.21 and a beta of 1.11. Airbnb has a 52-week low of $99.88 and a 52-week high of $163.93. The firm has a fifty day moving average of $123.69 and a 200 day moving average of $128.86.

Airbnb (NASDAQ:ABNB) last issued its quarterly earnings results on Thursday, November 6th. The company reported $2.21 EPS for the quarter, missing analysts’ consensus estimates of $2.31 by ($0.10). The company had revenue of $4.10 billion during the quarter, compared to the consensus estimate of $4.08 billion. Airbnb had a return on equity of 32.14% and a net margin of 22.03%.Airbnb’s quarterly revenue was up 9.9% on a year-over-year basis. During the same period in the previous year, the company earned $2.13 EPS. Airbnb has set its Q4 2025 guidance at EPS.

Insider Activity at Airbnb

In other Airbnb news, Director Joseph Gebbia sold 236,000 shares of the stock in a transaction on Monday, October 27th. The shares were sold at an average price of $128.47, for a total transaction of $30,318,920.00. Following the completion of the sale, the director owned 468,015 shares of the company’s stock, valued at $60,125,887.05. This represents a 33.52% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CTO Aristotle N. Balogh sold 600 shares of the firm’s stock in a transaction on Thursday, October 30th. The stock was sold at an average price of $125.47, for a total transaction of $75,282.00. Following the completion of the sale, the chief technology officer directly owned 196,006 shares in the company, valued at approximately $24,592,872.82. This trade represents a 0.31% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,446,760 shares of company stock worth $179,726,429 in the last three months. 27.83% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the business. Greenleaf Trust lifted its holdings in Airbnb by 34.5% in the 1st quarter. Greenleaf Trust now owns 2,858 shares of the company’s stock worth $341,000 after buying an additional 733 shares during the period. Alps Advisors Inc. raised its holdings in shares of Airbnb by 28.6% during the first quarter. Alps Advisors Inc. now owns 9,912 shares of the company’s stock valued at $1,184,000 after acquiring an additional 2,202 shares in the last quarter. Ballentine Partners LLC lifted its stake in Airbnb by 12.9% in the first quarter. Ballentine Partners LLC now owns 1,901 shares of the company’s stock worth $227,000 after acquiring an additional 217 shares during the period. Arizona State Retirement System lifted its stake in Airbnb by 0.6% in the first quarter. Arizona State Retirement System now owns 126,927 shares of the company’s stock worth $15,163,000 after acquiring an additional 726 shares during the period. Finally, BankPlus Trust Department bought a new stake in Airbnb in the first quarter valued at $43,000. Hedge funds and other institutional investors own 80.76% of the company’s stock.

Airbnb Company Profile

Airbnb, Inc, together with its subsidiaries, operates a platform that enables hosts to offer stays and experiences to guests worldwide. The company’s marketplace connects hosts and guests online or through mobile devices to book spaces and experiences. It primarily offers private rooms, primary homes, and vacation homes.